Call a Patient: How to Call Patients Directly from Tali

We’ve updated Call a Patient based on our Beta users' feedback. 

You can now:

• Set the Caller ID back to Tali's default Caller ID
• Select a patient for the encounter
• Access the dial pad at any time during the call
• Use the Call back button to redial
• Add additional context similar to your regular encounters 
• Hang up the call and Finish the encounter separately for more control and to better  match your workflow
  
  

How to place a call

Open a new encounter in Tali the same way you would for an in-person visit, then click Call a patient.

Your Caller ID:

The default caller ID is set as Care Provider, +1 (905) 367-5034.

To set your own Caller ID click on the Set Caller ID.

Add the phone number you want to use and verify that number by receiving a code via SMS or Call.

When verified, the patient will see your number and Caller ID when receiving your calls through Tali. You can verify your clinic or mobile phone number based on your preference.

If your clinic or the number you want to verify for caller ID has an extension, you can use the Extension option to add the extension, and use the Call option to verify the number.

When verified, you'll see the "Caller ID updated successfully"  message on the Call a Patient dial pad.

If you want to change your Caller ID or set it back to the default. Go to Settings and click on Caller ID under Account.

You can Change Caller ID or set it back to the Default Tali Caller ID.

Dialling the patient number:

Use the dial pad or directly enter the phone number and click Call.

Documenting your phone visit:

Once the call connects, continue your phone visit as usual. You will see the call status as Call Connected and Live transcription: Listening, indicating that Tali is actively capturing the conversation.

Connect a patient

You can Connect a patient to the encounter using the dropdown to select from existing patients, or you can add a new patient.

Call controls

Mute: Mute yourself during the call as needed.
Hang up: Click Hang up to end the call. 
Show dial pad: Open the dial pad if you need to enter extensions for your call.

If the call disconnects, you can click on Call again to call back with one click.

Template and Form selection

You can select the templates and forms for the visit, during the call or after you hang up. Use the Templates and Forms dropdown to choose the appropriate templates and forms.

Add context

Similar to your regular encounters, you can add additional context for your phone visit. The additional encounter will be included in your notes.

Finish the encounter

When you have concluded your phone call, selected the right templates and forms, and have accessed the applicable additional context, you can click Finish to generate notes and forms for your visit.

Review and send to EMR

As with your regular Tali workflow, you can review the generated note, make any edits, and send it to your EMR with one click.

Generate additional documents

You can also use the Generate button to create additional documents for the same visit, such as referral letters, patient summaries, and more.

FAQ

Is Call a Patient available to all users?

Call a Patient is currently in beta and available to select users.

Is there an additional cost for this feature?

At this time, this feature is included as part of the regular Tali AI Scribe package until August 28. During this early access period, we are gathering feedback from users to help shape future pricing, including the preferred pricing model, such as usage-based or seat-based pricing. Beta and early access users will receive a discount when paid pricing is introduced after this period.

Can I use my own caller ID?

Yes. You can verify your clinic or mobile number and use it as your caller ID when placing calls from Tali.

Will Tali transcribe the phone call?

Yes. Once the call is connected, Tali captures a live transcript that is used to generate the encounter note.

When is the note generated?

The note is generated after the call ends. You can then review, edit, and send it to your EMR as usual.

Can I create other documents from the same call?

Yes. After the encounter, you can use Generate to create additional documents, such as referral letters or patient summaries.